Starting a CRM workflow

You can start a CRM Workflow for a selected contact, account, lead, opportunity, sales order, quote, or ticket.

Note: This feature is not available on all list or detail views for all users.

To start a CRM workflow:

  1. Select the record on a list view for which you require to start a CRM workflow. Use Groups or Lookup to find the record, if required.
    Note: 
    • You can also access the detail view of the record.
    • You can select only one record.
  2. Click Start Workflow in the Task pane. See Using the Task Pane
  3. Use Lookup to select the CRM Workflow you require to start. For more information, see Finding records
    Note: The active CRM Workflows of the selected record type are only displayed.
  4. Click OK.
    Note: A CRM Workflow instance is started for the selected record.